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Found 2 results

  1. A participant is no longer living in the U.S. wants to take a distribution (The participant is living in Mexico). The plan has spousal waiver and consent requirements. Does a participant need to have the notary public done by a U.S. Consulate if done outside the U.S.?
  2. Working on a conversion with a plan sponsor who merged their MP plan into their 401k Profit Sharing plan 14 years ago. The receiving vendor doesn't support annuities, so they can only accept the 401k assets. We explored a partial plan transfer of the k-assets only, but the other vendor won't liquidate by source. Can the plan sponsor and/or participants remove the J&S from the MP assets therefore removing the protected benefit?
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